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Tata Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8125 Cr | ₹8501 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2007 | 31 Mar 2003 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 73% | 10.69% |
| Expense Ratio | 1.8 | 1.77 |
| Manager | Aditya Khemani | Chandraprakash Padiyar |
| ISIN Code | INF205K01247 | INF277K01428 |
| Exits Load | Invesco India Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.08% | 1.71% |
| 6 Month | 26.53% | 12.4% |
| 1 Year | 6.27% | -5.07% |
| 3 Year | 25.19% | 14.17% |
| 5 Year | 23.7% | 19.41% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.38% | 1.08% |
| 1 Year | 21.53% | 5.18% |
| 3 Year | 26.59% | 11.71% |
| 5 Year | 22.88% | 14.13% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.56% | 16.09% |
| 3 Year | 14.49% | 15.41% |
| 5 Year | 14.94% | 14.46% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.64% | 11.3% |
| Sharp | 1.14% | 0.63% |
| Beta | 1% | 0.88% |
| Alpha | 5.8% | -1.81% |
Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Aditya Khemani | Chandraprakash Padiyar |
| Total AUM | ₹12070 Cr | ₹15627 Cr |
| Funds Managed | 3 | 3 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 5.36 | 8.71 |
| Large Cap | 32.23 | 43.85 |
| Mid Cap | 43.5 | 34.26 |
| Small Cap | 18.9 | 13.17 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.93 | 7.61 |
| Communication Services | 1.71 | 5.67 |
| Consumer Cyclical | 20.4 | 5.22 |
| Healthcare | 19.28 | 6.77 |
| Real Estate | 7.26 | 3.67 |
| Financial Services | 26.98 | 31.09 |
| Technology | 5.78 | 2.43 |
| Basic Materials | 4.33 | 14.62 |
| Industrials | 12.32 | 10.01 |
| Energy | - | 4.44 |
| Consumer Defensive | - | 6.3 |
| Utilities | - | 2.18 |
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